Corporate Gifts
A corporation can make and deduct charitable gifts and be recognized for their support.
Securities
There are distinct tax advantages to considering gifts of appreciated securities such as stocks, bonds, and mutual funds. Donors do not incur capital gains tax on appreciated securities given for charitable purposes and the full value qualifies for a charitable tax deduction.
Donor Advised Fund
A grant recommendation from your Donor Advised Fund (DAF) is a wonderful way to put previously designated charitable funds to use for the health of our community. Contact us to discuss options for using grant recommendations from your DAF as part of a multi-year gift strategy.
Qualified Charitable Distribution (QCD from an IRA)
Donors age 70 1⁄2 and older can make a direct transfer of up to $100,000 per spouse from an individual IRA to a UnityPoint Health hospital foundation. The gift is credited against the required minimum distribution; it is not taxable or deductible.
Estate Planning Assistance
By getting the estate planning information you need, you can prepare yourself for any financial obstacles that may affect you and your loved ones in the future. UnityPoint Health - St. Luke's Foundation has partnered with Thompson & Associates of Nashville, Tennessee to provide expert, unbiased guidance in estate planning. Take the right steps today to leave a meaningful mark on the community's future.
What is Estate Planning?
Estate Planning helps assure you that the assets (including property, insurance policies, retirement accounts, cash on hand, etc.) you have worked hard for during your life transfer to your loved ones and your valued charitable organizations in the way you intend.
Estate Planning Assistance
Doug Olsen, Executive Vice President of Thompson and Associates, is the representative you will be working closely with for your planning needs. He will share his expertise in planned giving to help you through the comprehensive Charitable Estate Planning process. This process usually concludes with a plan that meets your personal needs. And because of Thompson & Associates partnership with St. Luke's Foundation, the fees for their services are covered by the Foundation. You get their resourceful assistance at no charge.
Services Available to You
Work with Thompson & Associates to avoid estate taxes, plan for your family and yourself, and benefit the charitable organizations you value. Services are available to create a new plan or an existing one to ensure it carries out your long-term intentions.
The following confidential services are available:
- Estate Planning 101 - what you need to know to get started
- Estate Plan Review - a valuable second opinion on your current plan
- Comprehensive Estate Planning Services
- Consultation with Your Attorney, CPA, or other planning professionals
- Ask Thompson & Associates - telephone and e-mail question and answer service
To learn more about how to include St. Luke's Foundation in your will, please reach out to Kari Winklepleck at 712-279-3903 or kari.winklepleck@unitypoint.org.